+1,197.2%
ENTG vs URI
+5,707.7%
-4,510.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.5% | +5.4% |
| 7D | +2.8% | -2.0% | +4.8% | +3.8% |
| 30D | -4.7% | -12.9% | +8.3% | +1.4% |
| 3M | -0.7% | -6.7% | +6.0% | +3.1% |
| 6M | +7.7% | +19.0% | -11.3% | -0.9% |
| YTD | +65.1% | +25.5% | +39.5% | +46.9% |
| 1Y | +74.8% | +5.5% | +69.3% | +68.4% |
| 3Y | +36.9% | +111.3% | -74.4% | -2.3% |
| 5Y | +16.1% | +198.6% | -182.4% | -28.2% |
| 10Y | +740.3% | +1,179.9% | -439.6% | +156.0% |
| All | +1,197.2% | +5,707.7% | -4,510.5% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling